Zacks Research Comments on Ameren's Q2 Earnings (NYSE:AEE)

Ameren Co. (NYSE:AEE - Free Report) - Stock analysts at Zacks Research decreased their Q2 2025 earnings per share (EPS) estimates for shares of Ameren in a research note issued on Wednesday, April 2nd. Zacks Research analyst R. Department now anticipates that the utilities provider will post earnings per share of $0.84 for the quarter, down from their prior forecast of $0.91. The consensus estimate for Ameren's current full-year earnings is $4.93 per share. Zacks Research also issued estimates for Ameren's Q3 2025 earnings at $1.66 EPS, Q4 2025 earnings at $1.32 EPS, FY2025 earnings at $4.90 EPS, Q1 2026 earnings at $1.33 EPS, Q1 2027 earnings at $1.44 EPS and FY2027 earnings at $5.69 EPS.

Ameren (NYSE:AEE - Get Free Report) last issued its quarterly earnings data on Thursday, February 13th. The utilities provider reported $0.77 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.83 by ($0.06). Ameren had a net margin of 15.51% and a return on equity of 10.34%. During the same quarter last year, the firm earned $0.60 EPS.

A number of other equities research analysts have also commented on the company. Barclays lowered their price target on Ameren from $102.00 to $101.00 and set an "equal weight" rating for the company in a research report on Tuesday. Evercore ISI upgraded shares of Ameren from an "in-line" rating to an "outperform" rating and increased their target price for the company from $89.00 to $104.00 in a report on Tuesday, January 21st. Morgan Stanley boosted their price target on shares of Ameren from $97.00 to $101.00 and gave the stock an "equal weight" rating in a report on Thursday, March 20th. BMO Capital Markets lifted their target price on shares of Ameren from $100.00 to $105.00 and gave the stock an "outperform" rating in a research report on Tuesday, February 18th. Finally, UBS Group upped their target price on Ameren from $106.00 to $113.00 and gave the company a "buy" rating in a report on Friday, March 21st. One research analyst has rated the stock with a sell rating, four have given a hold rating, six have assigned a buy rating and one has assigned a strong buy rating to the company's stock. Based on data from MarketBeat.com, Ameren presently has an average rating of "Moderate Buy" and an average target price of $96.60.

Remove Ads

Ameren Stock Up 2.7 %

Shares of Ameren stock traded up $2.55 on Friday, hitting $96.78. The company had a trading volume of 652,448 shares, compared to its average volume of 1,562,789. The stock has a market capitalization of $26.12 billion, a price-to-earnings ratio of 21.88, a P/E/G ratio of 2.97 and a beta of 0.45. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.44 and a current ratio of 0.66. Ameren has a 1 year low of $69.39 and a 1 year high of $104.10. The stock has a 50 day moving average of $98.26 and a 200-day moving average of $92.77.

Ameren Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 31st. Stockholders of record on Tuesday, March 11th were paid a dividend of $0.71 per share. This is an increase from Ameren's previous quarterly dividend of $0.67. The ex-dividend date was Tuesday, March 11th. This represents a $2.84 annualized dividend and a dividend yield of 2.93%. Ameren's dividend payout ratio is presently 64.25%.

Insider Activity at Ameren

In related news, EVP Chonda J. Nwamu sold 5,500 shares of the business's stock in a transaction on Tuesday, March 4th. The stock was sold at an average price of $101.37, for a total transaction of $557,535.00. Following the sale, the executive vice president now directly owns 43,344 shares in the company, valued at approximately $4,393,781.28. The trade was a 11.26 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Craig S. Ivey sold 2,716 shares of the firm's stock in a transaction dated Wednesday, February 19th. The stock was sold at an average price of $98.27, for a total value of $266,901.32. Following the completion of the transaction, the director now owns 14,495 shares of the company's stock, valued at approximately $1,424,423.65. This represents a 15.78 % decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 12,959 shares of company stock worth $1,316,712. Company insiders own 0.34% of the company's stock.

Institutional Investors Weigh In On Ameren

A number of institutional investors and hedge funds have recently modified their holdings of AEE. Synergy Investment Management LLC purchased a new stake in Ameren in the 4th quarter worth approximately $25,000. Roxbury Financial LLC bought a new position in shares of Ameren in the fourth quarter worth $27,000. Quarry LP purchased a new stake in shares of Ameren in the fourth quarter worth $31,000. Lee Danner & Bass Inc. bought a new stake in Ameren during the fourth quarter valued at $38,000. Finally, Optiver Holding B.V. grew its position in Ameren by 78.7% during the fourth quarter. Optiver Holding B.V. now owns 470 shares of the utilities provider's stock worth $42,000 after buying an additional 207 shares in the last quarter. 79.09% of the stock is owned by hedge funds and other institutional investors.

About Ameren

Ameren Corporation, together with its subsidiaries, operates as a public utility holding company in the United States. The company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. It engages in the rate-regulated electric generation, transmission, and distribution activities; and rate-regulated natural gas distribution business.